Create Custom Grid View

To Create View

To Group Items

To Move Columns

To Remove a Column

To Add a Column

Adjust Column Size

Delete a View

 

If enabled by the Administrator, the pencil icon will appear at the top left area of the home page allowing staff to make own views.

 

To Create view

 

Right click on the Grid view button on the home page

Select Create New View

Create a new view name.

To Group items

 

Select the Column to group by

 

Drag column header to Dialogue box at top of grid

 

  • If grouping by more than one item, repeat

 

You will then see a Grouped By header and, if multiple columns have been added, it will be a string showing the order for the grouping.

 

 

Click on Save to add the custom view to your list. It will now be on the drop down list

To Move Columns

 

Hover over the column to be moved until you see the double arrow. Slide along the columns to the point you want the column. You will see the double arrows showing where the new location will be. When you see the "Drop here to reorder" message, let go of your mouse.

To Remove a Column

 

Hover over the column to be removed and right click your mouse. Select Remove Column from options.

To Add a Column

 

Right click in any of the column headers and select Add Column

A Column with Select will appear - choose the header from the drop down.

Adjust Column Size

 

 

Delete a View

 

Right click on the Grid view button, select the view and click edit.

Select Delete from the dialogue box.